Stella-Jones

Stella-Jones reported adjusted EPS of $1.12 for Q2 2026 (forecast $1.81) and revenue of $1.04 billion (expectation $1.08 billion). One-time environmental and maintenance costs, higher fuel expenses and temporary inefficiencies in steel fabrications weighed on profitability; adjusted EBITDA margin fell to 16.0% from 18.3% a year earlier. Management called the factors temporary and expects margin improvements in H2 2026, but sees the full-year target remaining below the three-year target corridor. The stock fell about 7% in premarket trading and is trading near its 52-week low. » More on de.investing.com

Stella-Jones reported revenue of $791m for Q1 2026 (+2.3%) but faced sharp profitability pressure: operating income fell 32% to $97m, net income fell 35% to $60m, and earnings per share of $1.10 missed analysts’ expectations of $1.25. Adjusted EBITDA margin declined to 17.2% and the stock fell about 11% pre-market. Positives include operating cash flow of $47m, liquidity of $646m and net debt of 2.6x adjusted EBITDA; the board raised the quarterly dividend to $0.34. Management cites supply products as a growth driver but sees margin pressure in railroad ties and construction lumber, and plans operational optimizations plus expansion in the steel business; full-year guidance shows EPS of about $3.42 for 2026 and $4.92 for 2027. » More on de.investing.com

Stella-Jones reported Q1 2026 EPS of CAD 1.10 (expectation CAD 1.25) and revenue of CAD 791 million (expectation CAD 819.78 million). Despite the missed figures, the stock rose 2.52% to CAD 83.50, supported by strong demand for utility products—especially wooden poles—and the successful integration of Lockwell and Brooks. The company significantly improved operating cash flow and reaffirmed its annual guidance as well as mid-single-digit growth in the utilities segment for the next three years. » More on de.investing.com